How do I customize the Opportunities Preferences?

To set up Opportunity Types

  1. Choose Daylite > Preferences.
  2. Click Opportunities.
  3. Click the Opportunity Types tab.
  4. To add a new opportunity type, click the “+” button and enter a short descriptive name.
  5. Ensure that you select the “Active” checkbox for the opportunity type to be available in Daylite for selection.

To set up Opportunity State Reasons

  1. Choose Daylite > Preferences.
  2. Click Opportunities.
  3. Click the Opportunity State Reasons tab.
  4. Click the "+" button to add a new opportunity state reason. Enter a concise, descriptive name and choose the state that it applies to. For instance, if you are adding a reason why you win new business, choose Win from the State pop-up menu in the list.
  5. Ensure that you select the “Active” checkbox for the opportunity state reason to be available in Daylite for selection.
  6. If you wish, you may add some additional details.

Existing Opportunity Types and State Reasons can be edited in much the same way, and removed by clicking the "-" button. If you delete an Opportunity Type or State Reason, Daylite will ask you if you want to substitute another one in its place.

You can track your Opportunities visually by using a Pipeline. You can also convert an Opportunity to a Project. For example, you can use an Opportunity to track the process of winning new business, and a Project to start the actual work for a client.

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